# Us Auto Trust Newport Beach, LLC Dba Aston Martin Newport Beach 401(k) Plan
Source: https://planprovider.pro/companies/us-auto-trust-newport-beach-llc-dba-aston-martin-newport-beach-401k-plan

> Us Auto Trust Newport Beach, LLC Dba Aston Martin Newport Beach's 401(k) plan: 344 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Us Auto Trust Newport Beach, LLC Dba Aston Martin Newport Beach

- **Sponsor EIN:** 824628814

- **Sponsor Address:** 10250 CONSTELLATION BLVD, LOS ANGELES, CA, 900676245

- **Plan Type:** 401(k)

- **Total Participants:** 344

- **Total Assets:** $12.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|344|$12.6M|$170,548|$1.2M|

| 2023|361|$10.2M|$92,276|$920,848|

| 2022|222|$6.6M|$89,818|$804,094|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$51,662|—|$51,662|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,662

- **Estimated Expense Ratio:** 0.411% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$51,662|—|$51,662|—|—|

| 2023|$36,567|—|$36,567|—|—|

| 2022|$25,316|—|$25,316|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/us-auto-trust-newport-beach-llc-dba-aston-martin-newport-beach-401k-plan)

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